our approach to investing
Bateleur Capital applies a consistent investment process and philosophy across all the funds we manage. We utilise a combination of detailed fundamental analysis, that incorporates both qualitative and quantitative factors, as well as a firm understanding of global macroeconomic drivers in arriving at the appropriate asset allocation and security selection decisions.
Central to this is a disciplined approach to risk management and a strong emphasis on capital protection in periods of market stress as a means of generating outperformance over the long term.
Our Edge
EXPERIENCED AND STABLE TEAM
The team cumulatively has over 200 years’ worth of industry experience and has grown steadily to the current complement of 17, ensuring we are well-positioned for responsible growth.
NIMBLE
AND FLEXIBLE
Our entrepreneurial culture and flat organizational structure enable swift and decisive implementation of investment decisions, which sets us apart from larger institutional asset managers.
CONSISTENT INVESTMENT PROCESS
Our range of equity-centric funds are all managed leveraging our hedge fund background and using a consistent fundamental, bottom-up process with a top-down macro-overlay.
20-YEAR TRACK RECORD
Our funds have developed lengthy track records of consistently delivering superior risk adjusted returns.